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BofA and Goldman Cut Teladoc (TDOC) Price Targets
Yahoo Finance· 2026-02-23 14:58
Teladoc Health, Inc. (NYSE:TDOC) is one of the 13 Best American Penny Stocks to Invest In. On January 27, BofA Securities reduced its price target on Teladoc Health, Inc. (NYSE:TDOC) from $7.50 to $7 and kept its Neutral rating on the stock. BofA Securities pointed out that BetterHelp’s monthly active users in Q4 are tracking 0.2% above Q3 levels but 18.7% down compared to the same period last year. Despite year-over-year trends being a little worse than in the previous quarter, BofA sees the flat growth ...
Here are the five companies that $9 trillion of funds agree on right now
Yahoo Finance· 2026-02-23 10:53
A Boeing 737 Southwest Airlines passenger aircraft pictured at LaGuardia Airport in New York on Feb. 22, 2026. Boeing and Vertiv were among the top stocks bought by hedge and mutual-fund managers so far this year. - Charly Triballeau/Agence France-Presse/Getty Images Industrials, financials and a solidly-performing AI pick and shovel made up a handful of companies that mutual funds and hedge funds have been in lockstep agreement on in early 2026. That’s according to Goldman Sachs strategists, who analyze ...
X @The Wall Street Journal
The Wall Street Journal· 2026-02-22 22:10
Lloyd Blankfein discusses his upcoming memoir, surviving office setbacks and the advice he gives Goldman partners to this day https://t.co/UhkKllOdIk ...
Goldman Sachs Raises its Price Target on Entegris, Inc. (ENTG) to $95 and Maintains a Sell Rating
Yahoo Finance· 2026-02-21 11:09
Entegris, Inc. (NASDAQ:ENTG) is among the 12 Best Tech Stocks that Beat Earnings Estimates. On February 11, 2026, Goldman Sachs raised its price target on Entegris, Inc. (NASDAQ:ENTG) to $95 from $75 and maintained a Sell rating after results and guidance came in above Street estimates. Goldman Sachs said the beat and outlook should support the stock in the near term, while noting Entegris remains focused on improving operational execution. Goldman Sachs added that it is looking for clearer signs of a sus ...
X @Bloomberg
Bloomberg· 2026-02-20 22:22
Goldman is considering sweetening the terms on $1.73 billion of leveraged loans tied to chemical maker Arclin’s acquisition of DuPont’s Aramids business https://t.co/zzWOaV3thP ...
X @Bloomberg
Bloomberg· 2026-02-20 18:03
The gorgeous new indie game ‘The Eternal Life of Goldman’ is also one of the first video games to feature a Jewish protagonist https://t.co/9CK8yWGn4P ...
Citi is Bullish on XPeng Inc. (XPEV)
Yahoo Finance· 2026-02-20 16:05
Group 1: Company Performance and Projections - XPeng Inc. reported unaudited fourth-quarter results with sales of RMB20.38 billion, a gross margin of 20.1%, and a vehicle margin of 13.1% [3] - The company anticipates delivering 1,000 humanoid robots in the last quarter of the year [1] - Citi analyst Jeff Chung reduced XPeng's price objective from $28.40 to $27.60 while maintaining a Buy rating [1] Group 2: Market Analysis and Competitor Insights - JPMorgan trimmed its price objective for XPeng to $34 from $50 while retaining an Overweight rating, citing expectations of underperformance in China's auto industry in 2026 due to slowing passenger vehicle growth [2] - JPMorgan also reduced Li Auto's profitability projection to a loss due to lower sales volumes and margins [2] Group 3: Technological Advancements - XPeng implemented a start-and-stop charge payment feature on the XPENG App in Hong Kong, allowing users to scan charging pile QR codes, monitor charging sessions, and pay with AlipayHK [2]
Western Union (WU) Q4 2025 Earnings Transcript
Yahoo Finance· 2026-02-20 15:12
Core Insights - The company reported adjusted earnings per share of $0.45, an increase from $0.40 in the same quarter last year, indicating a potential stabilization in its retail business despite ongoing geopolitical challenges [1][34] - Consumer money transfer transactions decreased by 2.5% in the quarter, but cross-border principal growth showed resilience, suggesting a strong customer base adapting to macroeconomic conditions [2][37] - The company aims to build a digital-first, retail-enabled consumer services model, leveraging its global brand and payment capabilities to moderate fluctuations in its core remittance business [3][4] Financial Performance - For the fourth quarter, the company reported revenue of $1 billion, reflecting a 5% decline year-over-year on an adjusted basis [3][32] - The full year GAAP revenue was $4.1 billion, with adjusted revenue growth excluding Iraq down by 2% due to challenges in the Americas retail business [32][34] - Adjusted operating margin for the full year was 20%, up from 19% in the previous year, benefiting from cost discipline [34] Consumer Services and Digital Growth - Consumer services adjusted revenue grew by 26% in the fourth quarter and nearly 30% for the full year, driven by travel money and bill payments [35][36] - The branded digital business saw a 13% increase in transactions and a 6% rise in adjusted revenue, marking nine consecutive quarters of revenue growth [38][39] - The digital business now accounts for over 40% of the principal sent globally, with significant growth opportunities in the Middle East and other regions [21][22] Market Dynamics and Strategy - The company is focusing on operational efficiencies and expanding its payment capabilities to drive productivity and market competitiveness [4][6] - Recent geopolitical changes in regions like Chile and Venezuela are impacting migration and mobility, creating a dynamic environment for the business [8][62] - The implementation of a U.S. remittance tax has not materially impacted the business so far, but the company is closely monitoring its effects [9][15] Partnerships and Expansion - The company has secured several new exclusive partnerships, including with Canada Post and Deutsche Post, expected to generate at least $100 million in incremental retail revenue annually [27][29] - The company is expanding its wallet capabilities in various countries, including Australia, Mexico, Singapore, and the Philippines, to enhance customer retention and monetization [12][13][25] - The company is also developing a digital asset strategy, including the launch of a U.S. Dollar payment token and partnerships for stablecoin transactions [24][25][73] Outlook - The adjusted revenue outlook for 2026 is projected to grow by 6% to 9%, with adjusted EPS expected to be between $1.75 and $1.85 [44][45] - The company anticipates that the integration of Intermex will contribute positively to its financial performance, with expected synergies enhancing overall profitability [70][71] - The company is adapting its customer acquisition strategies to remain competitive in a changing market landscape, particularly in response to aggressive offers from lower-scale players [76][77]
SaaS Markets Have Crashed in 2026. But Is Private Credit the Even Bigger Risk?
SaaStr· 2026-02-20 15:10
SaaS Markets Have Crashed in 2026. But Is Private Credit the Even Bigger Risk? We all know software stocks have entered a bear market in 2026. But the debt side of software might end up being a much bigger deal.IGV is down 23%+ year-to-date. $285 billion in market cap wiped out in a single day. Software P/S ratios compressed from 9x to 6x — levels we haven’t seen since the mid-2010s. But it’s more than just stocks going down.It puts huge stress on private credit’s $600-750 billion exposure to software comp ...
X @Wu Blockchain
Wu Blockchain· 2026-02-20 05:41
According to The Wall Street Journal, pardoned Binance founder Changpeng Zhao returned to the U.S. for the first time since his 2024 release, attending a crypto summit hosted by Trump family–backed World Liberty Financial at Mar-a-Lago in February 2026. Zhao interacted with Eric Trump and Donald Trump Jr., later posting on X that he “learned a lot.” Attendees included Goldman Sachs CEO David Solomon, NYSE President Lynn Martin, Kevin O’Leary, Coinbase founder Brian Armstrong, Senator Bernie Moreno, and Nick ...